Personal Financial Planning on LocateFaith

16 results
EK
Ezer Kairos Financial Services LLC
(1)

Ezer Kairos Financial Services LLC exists to be a "helper for such a time as this" — providing faith-driven accounting, fractional CFO services, and full-service tax preparation for businesses of all sizes, from local startups to multi-state, multi-million dollar companies, as well as individuals. Our services span everyday bookkeeping to high-level financial strategy, plus federal, state, sales, and payroll tax filing. Rooted in integrity and sound stewardship, we bring clarity, order, and confidence to every client's finances, no matter the scale.

AccountingBusiness Tax PreparationIndividual Tax Preparation +2
Mansfield, TX 76063 (937 mi) · Serves nationwide
PL
Perception Life Coaching
(5)

I coach people during new or challenging seasons of life based on Isaiah 43:19. I help them perceive the new thing God is doing in their life - we challenge old patterns, make plans and reach goals. My clients report peace, improved relationships, and personal and professional successes!

Life CoachingPersonal Financial PlanningChristian Counseling +1
Lynchburg, VA 24501 (274 mi) · Serves nationwide
RF
Reformed Finance
(2)

Reformed Finance helps Christians entrusted with capital take control of the banking function and build a financial future they control. Most of us depend on outside banks to store our wealth and finance the things we need. Reformed Finance teaches a different approach—one rooted in biblical stewardship, sound economics, and long-term thinking. Through education, personalized strategy, and ongoing coaching, we help clients build a growing capital base that can serve their families, businesses, churches, and communities. That capital remains available for emergencies, opportunities, major purchases, business needs, and future generations. We serve Christians exercising this stewardship within their households, businesses, and churches. Our goal is to help them reduce dependence on outside banks, keep capital working within the communities they serve, and build a stronger Christian economy. Reformed Finance is owned by William Fullington, a retired Air Force lieutenant colonel, ruling elder, and Authorized Infinite Banking Practitioner.

Financial Planning ServicesWealth Management ServicesRetirement Planning Services +1
Clovis, NM 88101 (1174 mi) · Serves nationwide
JW
Joyce Wagner Accounting

I have been in business 30 years handling bookkeeping, payroll, budgeting and income tax preparation for individuals and small businesses.

AccountingBusiness Tax PreparationIndividual Tax Preparation +2
Slippery Rock, PA 16057 (172 mi) · Serves nationwide
DB
DelMastro Bookkeeping Solutions LLC

Bookkeeping support for churches that need clarity, organization, and confidence in their finances. I specialize in helping overwhelmed treasurers keep accurate records, understand their reports, and stay on track without the stress. Services include monthly bookkeeping, financial reporting, and payroll support tailored specifically for churches.

Payroll ServicesPersonal Financial PlanningBookkeepers
Vail, AZ 85641 (1635 mi) · Serves nationwide
OB
Orellana Business Solutions LLC

Accounting firm that specializes in tax planning, tax preparation, advisory, bookkeeping, payroll and tax compliance matters.

AccountingBusiness Tax PreparationIndividual Tax Preparation +2
Mastic, NY 11950 (538 mi) · Serves nationwide
WF
Wholesome Financial & Technology Solutions
(1)

Financial Coaching & Tech Support Book a discovery call today to get your finances in order.

Budgeting AssistanceComputer LessonsNetwork Support Services +1
Massapequa, NY 11758 (504 mi) · Serves nationwide
MT
McMullen Tax Service

Full service company providing payroll, bookkeeping, tax prep, tax advisory and tax representation before the Internal Revenue Service. Offering will and trust preparation as part of our overall estate planning.

Tax ServicesRetirement Planning ServicesAccounting +7
Palestine, TX 75801 (903 mi) · Serves nationwide
SS
Sister Sister Services

Multi service office providing Taxes all year round, bookkeeping, Insurance Personal and commercial, Notary services, DMV services, Legal document preparation. Financial advising.

Auto InsuranceCar Insurance ServicesCommercial Insurance Services +17
Las Vegas, NV 89104 (1757 mi) · Serves nationwide
FA
Financial Advisor Caleb Wines

Faith‑Driven Financial Advisor | Helping Families, Christian Leaders & their Teams Practice Biblical Stewardship and Invest with Purpose | Charitable Giving & Philanthropy | Legacy & Endowment Planning

Wealth Management ServicesFinancial Planning ServicesRetirement Planning Services +2
Dumfries, VA 22025 (318 mi) · Serves nationwide
R
Robert@Inspiredvision.Tax

Coinonia is a tax and accounting business that helps individuals and organizations better understand and manage their finances. We provide tax preparation, bookkeeping, and accounting services while making sure our clients feel supported and confident in their financial decisions. Our goal is to build lasting relationships with our clients, provide honest and reliable guidance, and help them use their finances to reach their goals.

AccountingBusiness Tax PreparationIndividual Tax Preparation +3
Lakewood Ranch, FL 34202 (869 mi) · Serves nationwide
OT
Over The Moon Bookkeeping LLC.

I help you save time and money by streamlining your books. My passion is providing business owners, like you, with the financial information you need to grow your business and realize maximum profitability. I am a woman of faith, based in Tacoma Wa. I serve at my church Champions Center and believe in giving back to the community. I use the latest in cloud technology QuickBooks Online because of its functionality, security and integration with other apps is superior to every other bookkeeping solution on the market. I enjoy being your trusted partner that allows you to rest assured that your books are accurate, also saving you time and money. I am a full-charge bookkeeper providing you with monthly bookkeeping services, financial reporting, account payable/receivable,payroll and tax preparation. Contact me NOW for a FREE Evaluation of your books! For a limited time enjoy 10% off of your regular bookkeeping services!

AccountingBusiness Tax PreparationPayroll Services +2
Tacoma , WA 98408 (2014 mi) · Serves nationwide
TD
Top Dog Tax & Accounting, LLC

Alison M. Eddings, CPA helps small business owners and individuals legally reduce taxes, avoid costly mistakes, and keep more of what they earn. As a seasoned CPA specializing in tax planning, IRS compliance, and business strategy, she goes beyond tax prep — she creates year-round solutions tailored to your goals. Whether you need tax minimization strategies, guidance on the latest IRS rules, or support during an audit, Alison puts you in control of your financial future. Serving clients nationwide with personalized, plain-English advice you can trust.

Tax ServicesPersonal Financial PlanningAccounting +6
Charlotte, NC 28226 (356 mi) · Serves nationwide
KA
KC Accounts LLC

Accounting, payroll, life insurance, estate planning, and notary services.

AccountingBusiness Tax PreparationIndividual Tax Preparation +2
Dallas, TX 75260 (914 mi) · Serves nationwide
C
Conficalc

For most small business owners, taxes are their single largest lifetime expense. We offer tax and accounting services designed to change that — starting with the basics and scaling up to real strategy.

AccountingBusiness Tax PreparationIndividual Tax Preparation +5
Moreno Valley, CA 92553 (1923 mi) · Serves nationwide
EC
East Coast Tax and Financial Planning

East Coast Tax and Financial Planning helps individuals and families in Vero Beach and throughout the Treasure Coast make more coordinated decisions about retirement, investments, income, and taxes. Led by Danny Howes, EA, RFC, the firm specializes in retirement-focused financial planning, wealth management, investment management, retirement income strategies, annuities, Social Security planning, Roth conversions, required minimum distributions, and tax-aware retirement planning. Our approach is designed to bring the financial and tax sides of retirement together, so clients can better understand how each decision may affect the bigger picture. We work closely with retirees, pre-retirees, and others seeking thoughtful, personalized guidance rather than one-size-fits-all financial advice.

Financial Planning ServicesFinancial Risk Management ServicesRetirement Planning Services +3
Vero Beach, FL 32963 (864 mi)